From private banking to wealth and trust advisory, our team will help you strengthen and sustain wealth, and all it can accomplish.

The Fieldpoint Difference
Commercial Banking

Commercial mortgages, acquisition/ development/construction loans, working capital loans, term loans, capital call lines of credit, letters of credit, tailored securities-backed loans, custom credit strategies.

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Personal Banking

Checking, online banking and billpay, CDs, money markets; residential mortgages, securities-backed loans; operating accounts and online cash management. FDIC insurance into the tens of millions.

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Investment Advisory

Risk-based portfolio diagnostics, including legacy assets held across all firms, Investment policy development, Custom strategic and tactical allocation, Multi-asset portfolio construction including alternative investments, real estate, Objective manager research and bespoke investment analysis, Economic and market commentary.

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Wealth & Trust Planning

Estate and tax planning across full range of strategies, tax situs advice, asset protection strategies, selection of administrative trustees in favorable jurisdictions, philanthropic planning, executor services, pre-liquidity risk assessment and strategic planning, family wealth education.

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Tax Alert: The Changing Calculus

Ways & Means weighs in on Biden Tax Proposals, with significant changes.

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Nicholas Bertha
Director of Wealth and Trust Planning, Fieldpoint Private Securities, LLC

Personalized Service From Industry Leaders

Fieldpoint Private puts clients first, always. With customized options, our team will help you strengthen and sustain your assets in a way that helps you reach your goals, grow your wealth and simplify your life so you can get back to doing what you love most.

Our advisors and bankers work across the United States, and are committed to being accessible and communicative.

Service and thought leadership starts at the top. Meet the leaders who have built a unique financial institution around extraordinary service to our clients.

Meet Our Team